How can we help?

• Accounts

  Add your accounts and groups, set balances, adjust a balance, and archive an account.

• Transactions

  Add, clear, repeat, switch off and delete transactions, one at a time or many.

• The overview

  Your balances ahead, the forecast chart, warnings, and money in and out by month.

• The calendar

  See your transactions by week or month, and drag one to another day.

• Importing from Buxfer or a file

  Bring accounts and transactions in from Buxfer, your bank, or any CSV, Excel or JSON file.

• How to forecast your cash flow

  See every account's balance weeks and months ahead, from the money you expect to come in and go out.

Sales

• Getting started with IAPZ Sales

  Set up your business and brands, and find your way around the apps.

• Point of sale

  Ring up sales on your phone or computer, from the home-screen icon to the receipt.

• Recording sales

  Set up taxes and payment methods, record a sale, and find and change your sales.

• Returns and refunds

  Take items back on a sale, put them back in stock, and give the money back.

• Invoices

  Make an invoice, email it as a PDF, and record how it's paid.

• Quotes and estimates

  Make and send a quote, then turn it into a sale or invoice when it's accepted.

• Customer accounts and paying later

  Let customers pay later, take their payments, and see who owes what.

• Price levels and customers

  Wholesale and other price levels, an item's own prices, and each customer's level.

• Importing from Shopify

  Bring your products and orders over from Shopify, and undo an import if you need to.

• Sales from Stripe

  Connect Stripe so its payments come in as sales, each under the right brand.

• Your WooCommerce store

  Connect a brand's WooCommerce store, link its products, and keep them in step with your items.

Inventory

• Getting started with Inventory

  Bring your stock in, count it, and see how sales, packs and locations change it.

• Items

  Add and find items, add photos, set prices and taxes, sort them into categories and subcategories, print labels, and change many items at once.

• Purchase orders and receiving

  Order from suppliers, receive deliveries, and handle damage claims and back orders.

• Stock reports

  What your stock is worth, what to reorder, and every change over a period.

• Rolls and containers

  Keep materials like filament or resin in grams: sealed rolls, each open roll with a gauge of what's left, weighing and drying.

• Shipping weights, sizes and boxes

  Give products their packed weight and size, and list the boxes you ship in, so shipping quotes are for real parcels.

• Products with options

  Sell one product in several sizes, colours or thicknesses, each its own item with its own price, cost, stock and shipping.

• 3D models

  Add a 3D model of a product from an .stl or .glb file, so shoppers can turn it and zoom in on your online store.

Work Orders

• Work orders

  Take in repairs and jobs: what the customer left, the time and parts as you work, then turn it into a sale.

Website

• Pages, header and footer

  Build your online store's pages, header and footer by dragging blocks onto the page.

• Theme, logo and site icon

  Give your online store your logo, a site icon for browser tabs, your colours and fonts.

• Products and categories in search engines

  Choose how Google shows your products and categories, keep some out of search results, and see the breadcrumbs your store shows.

• Products with options on your store

  How a product sold in several sizes or colours shows on your online store: one product, with buttons to choose.

• The shop, category and product pages

  How shoppers browse your online store, and how you lay out the shop, category and product pages: categories and subcategories, sorting, and filtering by price and stock.

People

• People

  Customers, suppliers and organizations: their details, notes, sales and marketing consent.

How-to guides

• How to track inventory for a small business

  Keep an accurate count of your stock: what to set up, how sales and deliveries change it, and how to keep it right.

• How to make a purchase order

  What a purchase order is for, how to make one and send it, and how to receive what comes in.

• How to charge GST, HST and PST on your sales

  Set up the Canadian sales taxes you're registered for, so every sale, receipt and invoice charges and shows them.

• How to sell on account and get paid later

  Let regular customers buy now and pay later, keep a running balance, and see who owes you.

• How to do a stock count

  Count your stock without closing the shop: a little at a time, with every difference kept and explained.

• How to set wholesale prices

  Give wholesale and other customers their own prices, worked out for you at every sale.

Your account

• Settings

  Your name, time zone, date format, password, two-step verification and exchange rates.

• Support tickets

  Ask us for help with a support ticket, and follow it to the answer.

• Billing

  Your plan, the free trial, the next charge, changing plan, what each plan allows, your card and invoices, and cancelling.

• Importing

  Where every import lives, the order to bring Shopify in, and how to undo one.